How to Import Vendor Credits into QuickBooks Desktop?

by James Antonio

QuickBooks accounting software supports import vendors systems from the supported files format into QuickBooks Desktop by using Dancing Numbers software. You can download this software directly from the website Dancingnumbers.com. Follow this article and you will get to know to import vendor credits into the QuickBooks Desktop. This software supports all upgraded versions of QuickBooks such as QuickBooks Pro, Premier, and Enterprises.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

How it is Possible?

To import the bulk data of vendor credits, you have to pick this simplified import software to make things simpler and easier. Follow the below instructions and get the result.

  1. The first you have to open the dashboard screen and click on the “Import button
  2. Then, locate the “File Selection” option from the drop-down preferences
  3. After that, hit your next click on the “QuickBooks Transaction Type” just like “Vendor
  4. Then, choose your “Company File” to do this, either you can choose the file from the local computer folder or you can click on “Browse File” option to browse the file
  5. To locate the software sample file, click on the “Sample templates” in the local folder
  6. Then, you are set to set up the “Mapping Settings” of your company file columns
  7. This mapping will automatically work for you if you utilizing the Dancing Numbers template file
  8. Then, download the sample template file
  9. To get confirm about the above steps, review your overall company data in the “Review Grid Screen
  10. Then, click on the “Send to QuickBooks” to update your company file data into the QuickBooks Desktop.

Before Proceed Towards to Import Settings, Go Ahead with Details of “Mapping Fields”

Field Name

FormatDescription

Vendor name

Length up to 41 characters

Name of the Vendor

Company Name

Length up to 41 characters

Associated Company Name

Title

Length up to 15 Characters

Vendor Title

First Name

Length up to 25 characters

First Name of the Vendor

Middle Name

Length up to 5 Characters

Vendor’s Middle Name

Last Name

Length up to 25 characters

Vendor’s Last Name

Terms

Length up to 31 Characters

Reference to a Term Associated

Currency

Text

Correct Currency Code

Account Number

Length up to 99 Characters

The Account Name of the Vendor

Opening Balance

In Decimal

The open Balance Amount of the Vendor

Job Title

Length up to 41 Characters

Job-Status

Main Phone Number

Length up to 21 characters

Vendor’s Phone Number

Alternate Phone

Length up to 21 CharactersVendor’s Alternate Phone Number

Main Email

Length up to 1023 characters

Vendor’s Email Address

CC Email

Length up to 1023 characters

Carbon Copy Email Address

Fax

Length up to 21 characters

Fax Number

Billing Address Line 1

Length up to 41 Characters

Beginning line of the Billing Address

Billing Address Line 2

Length up to 41 Characters

The middle line of the Billing Address

Billing Address Line 3

Length up to 41 Characters

Last or third line of the billing address

Billing Address city

Length Up to 32 characters

Fill the City Name

Billing Address Postal Code

Length up to 13 characters

Zip code or Postal code

Address of Billing Country

Length up to 31 characters

Name of the Billing Country

Billing Address state

Length up to 21 characters

Region within a Country A Region-Name

Shipping Address Line 1

Length up to 41 characters

First Line of the Shipping Address

Shipping Address Line 2

Length up to 41 characters

Middle Line of the Shipping The Middles

Shipping Address Line 3

Length up to 41 characters

Last Line of the Shipping Address

Print Name as Check

Length up to 41  characters

Vendor’s Printed Name

Vendor TypeLength up to 15 characters

Tax ID of the Vendor Name

You have to Set up Some Basic Import Settings

To set up the import settings, you find group settings of powerful customization for your company file data which is visible with import settings. The step is available in the review and import section from the import screen or just by a single click on the “Edit” under the “Menu bar” preferences. Here, you go with some most important settings for lists:

  • Take an Action, When you Find a Matched List: In any case, if there is an existing list entity is found while searching with a given name rather than actions to be taken. You can easily select the “View” option update/warning existing transactions in your QuickBooks Desktop.
  • Pre-import Validation: Make sure about the validation of the company file just before the importing the QuickBooks Desktop version. To get this process, you have to turn on “Settings” to import all file rows only just after cleaning up all major/minor issues in the company file. This option may delay the import process with a little more time.

I hope the above information helps you to import the vendor credits into the QuickBooks Desktop. From our website, you can read more blogs related to QuickBooks import and export issues. You can drop your feedback in the below comment sections.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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